See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,444 | $165,984+204.5% | $164,813+206.7% | $145,922+246.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.60% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,768 | $5,273-9.6% | $4,341+9.8% | $4,660+2.3% |
| Participant deferral / active EE | $15,250 | $6,959+119.1% | $6,031+152.8% | $6,688+128.0% |
| Admin fee / account holder | $13 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |